Michele Pemberton
President, Personal CFO
760-904-5109
I began my financial planning career with Merrill Lynch in Palm Springs over 30 years ago. In 2017 I decided to join a firm where I could dedicate...
Jana Ham
Financial Advisor, Personal CFO
760-904-5109
When people dream of their future, they do not often picture multiple careers in different disciplines, but that is what happened to me. I have been a...
Diane Reed
Financial Advisor, Personal CFO
760-904-5109
Some of my earliest memories of my father were of him helping neighbors or taking a couple of widows from the nearby senior apartments to church on...
Craig McBarnes
Financial Advisor, Personal CFO
760.904.5109
At an early age, my parents instilled in me the value of hard work, perseverance, and the importance of setting goals. The person in me looks back on...
Karina Rodriguez
Client Services Manager
760.904.5109
I enjoy my role as client services manager for the Wealth Consulting Group. Creating relationships and establishing trust are important to me. With 10...
Solina Barnes
Manager of Client Relations
For as long as I could remember I have always loved helping people and for many years I thought I would be doing that in a completely different manner...
Maria Kiner CPA
Certified Financial Planner
Maria Kiner started her career in the audit department of Ernst & Young in Los Angeles. After leaving EY she spent the next 8 years as the CFO for a...
